Excalibur Management Corp
Firm details
- Headquarters
- Waltham, Massachusetts
- CRD number
- 110836
- Registered since
- September 11, 1991
- Website
- www.excalmgmt.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, FNZ TRUST COMPANY, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI77.68%
- Individuals14.83%
- Corporations / Businesses4.74%
- Charitable Organizations2.35%
- Pension & Profit Sharing Plans0.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Excalibur Management Corp is an independent registered investment adviser organized as a corporation and owned privately. The firm is SEC-registered (registration date: 1991) and serves primarily individual and family clients, managing relationships through both percentage-of-AUM and fixed-fee arrangements. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. The firm reports that it does not operate as a capital allocator and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities40%
- State & Local Bonds24%
- US Government Bonds18%
- Investment Grade Corp Bonds12%
- Public Funds/Mutual Funds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$32.3M in ETFs
87%
$28.2M
4%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) | Invesco | Passive | Large Blend | $7.4M | 35,526 | 22.90% |
Location
Waltham, MA
Middlesex
Location
Waltham, MA
Headquartered in Waltham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- Bay Colony Corporate Ctr Win St
- Time zone
- ET (UTC-5)
- Office locations
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